Sterling Capital Focus Equity ETF
LCG was delisted on the 17th of November, 2025.
11 hedge funds and large institutions have $53.6M invested in Sterling Capital Focus Equity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
10% more funds holding
Funds holding: 10 → 11 (+1)
0.78% more ownership
Funds ownership: 92.61% → 93.38% (+0.78%)
8% less capital invested
Capital invested by funds: $58.5M → $53.6M (-$4.83M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$383K |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$318K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$280K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$177K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$50.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$232K |
| 2 |
Rockefeller Capital Management
New York
|
-$206K |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$118K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$113K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $37.1M | -$232K | -9,264 | -0.6% |
|
|
AAP
2
Arax Advisory Partners
Denver,
Colorado
| $5.56M | -$118K | -4,705 | -2% |
|
|
BOSSRA
3
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $4.77M | +$318K | +12,710 | +7% |
|
|
4
Truist Financial
Charlotte,
North Carolina
| $1.78M | +$280K | +11,200 | +17% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $1.63M | +$383K | +15,280 | +28% |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $1.44M | -$113K | -4,519 | -7% |
|
|
BCM
7
BluePath Capital Management
Atlanta,
Georgia
| $587K | +$635K | +25,347 | New |
|
|
DC
8
Davenport & Co
Richmond,
Virginia
| $550K | +$177K | +7,070 | +42% |
|
|
CSPIA
9
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $171K | +$50.1K | +2,000 | +37% |
|
|
10
UBS Group
Zurich,
Switzerland
| $39.4K | -$5.33K | -213 | -11% |
|
11
JP Morgan Chase
New York
| $2.32K | +$2.5K | +100 | New |
|
|
12
Rockefeller Capital Management
New York
| – | -$206K | -8,000 | Closed |
|
LCG Hedge Fund Activity: Q3 2023 in Review
11 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Focus Equity ETF (LCG) for Q3 2023, worth a combined $53.6M — down 8.3% from $58.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LCG positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $383K. The largest seller was AE Wealth Management, cutting an estimated $232K.
- 11 institutional investors held Sterling Capital Focus Equity ETF (LCG) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $53.6M of Sterling Capital Focus Equity ETF stock for Q3 2023, down 8.3% quarter-over-quarter.
- 2 funds opened new Sterling Capital Focus Equity ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Sterling Capital Focus Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $383K added.
- The largest Sterling Capital Focus Equity ETF seller in Q3 2023 was AE Wealth Management, an estimated $232K sold.
Based on aggregated 13F filings for Q3 2023.